To configure an estimate header, do the following:
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Access the Estimates or Estimates Quick Entry form.
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Add an estimate, or edit an existing estimate. Make sure the estimate
has a status of Planned.
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Save the estimate.
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Select .
The configuration user interface (UI) for the estimate displays.
The information you select from the UI can be used to configure the
estimate header and all line items.
-
Configure the estimate. Refer to the configuration application's
documentation for additional information.
Note: When you
are in a configuration session, the system prevents you from accessing
any CloudSuite Industrial
forms or online help.
-
After the system returns the configured estimate, process it according
to your standard procedures.
The next time you select that estimate header or line item, the user
interface displays the saved information.
Note: If you reconfigure
an estimate, any existing line items or job cross-references will be deleted.